SevenBridge Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

SevenBridge Financial Group’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$849K	Hold	13,826	–	–	0.13%	128
2025 Q4	$944K	Hold	13,826	–	–	0.15%	120
2025 Q3	$1.1M	Sell	13,826 -5,000	-27%	-$450K	0.18%	113
2025 Q2	$1.77M	Hold	18,826	–	–	0.31%	99
2025 Q1	$1.51M	Buy	18,826 +41	+0.2%	+$3.02K	0.3%	101
2024 Q4	$1.42M	Hold	18,785	–	–	0.27%	97
2024 Q3	$1.3M	Sell	18,785 -2,021	-10%	-$98.4K	0.25%	97
2024 Q2	$852K	Sell	20,806 -3,914	-16%	-$206K	0.19%	108
2024 Q1	$1.24M	Buy	+24,720	New	+$1.09M	0.28%	87

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SevenBridge Financial Group's GBTC Position: Q1 2026 in Review

SevenBridge Financial Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 13,826 shares worth $849K. The position accounts for 0.13% of the portfolio, ranked #128.

SevenBridge Financial Group first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q2 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

SevenBridge Financial Group held 13,826 shares of Grayscale Bitcoin Trust worth $849K as of Q1 2026.
SevenBridge Financial Group left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
Grayscale Bitcoin Trust made up 0.13% of SevenBridge Financial Group's portfolio in Q1 2026, its #128 holding.
SevenBridge Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
SevenBridge Financial Group's Grayscale Bitcoin Trust position peaked at $1.77M in Q2 2025.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.